01/30/2025, 09:22 AM UTC
深度搜索抛售之后，我为何将AMD仓位翻倍AMD: Why I Doubled My Position After DeepSeek Sell-Off
1、由于DeepSeek的AI聊天助手新闻，AMD股价跌至一年新低；2、我因2025年AMD人工智能产品需求强劲以及AMD在人工智能加速器市场的增长而将AMD仓位翻倍；3、AMD在人工智能方面的积极投资正在取得成效，数据中心收入增长显著，股价相对于历史市盈率有近50%的折价。1. AMD shares fell to a 1-year low due to DeepSeek's AI chat assistant news; 2. I doubled my AMD position due to strong demand for AMD's AI products in 2025 and AMD's gains in the AI accelerator market; 3. AMD's aggressive AI investments are paying off with significant Data Center revenue growth and a near-50% discount to its historical P/E ratio.---
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